Phillips Wealth Planners LLC

Position in LRCX — Lam Research Corp

CIK 1962628 STARKVILLE, MS

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$439,829

+$248,604 QoQ

Shares Held

1,015

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,382

of 3,103 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,315,500 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	322	$640,599
2	KLAC	Kla Corp	1,648	$497,218
3	LRCX	Lam Research Corp This page	1,015	$439,829
4	AMAT	Applied Materials Inc /De	517	$373,791
5	AMKR	Amkor Technology, Inc.	4,222	$364,063

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,829	1,015	+13.4%	Shares	Sole	2026-08-07
2026-03-31	$191,225	895	-55.4%	Shares	Sole	2026-05-14
2025-12-31	$343,729	2,008	-30.7%	Shares	Defined	2026-02-10
2025-09-30	$388,176	2,899	-36.9%	Shares	Defined	2025-11-07
2025-06-30	$447,471	4,597	-0.7%	Shares	Defined	2025-07-11
2025-03-31	$336,455	4,628	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.